Chadwick Capps is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill for over 17 years, providing clients with personalized financial guidance tailored to their unique goals. His expertise includes college education planning, divorce transition planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income strategies. Chadwick holds a Bachelor's Degree from Lafayette College and is a Personal Investment Advisor (PIA). Prior to his financial career, he played college football, an experience that contributed to his approach of discipline and teamwork in his practice. He resides on a ranch in Olin, North Carolina, where he balances his professional work with a life connected to farming and nature. Outside of work, he enjoys fishing, golfing, horseback riding, skiing, volleyball, and spending time with his family.

Khanh Dac is a financial advisor with Wells Fargo Clearing in Morrisville, NC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Dac also has a background with Wells Fargo Bank NA dating back to 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions focused on investment policy statements, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Frederick Cook III is a financial advisor with Edward Jones in Raleigh, NC, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Zachery Merrill is a financial advisor at Osaic with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Blazing Trail Wealth Advisors, Oakline Solutions, and various positions outside the financial industry. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment strategies and third-party platforms.

Timothy Flanagan Jr. is a financial advisor with Mass Mutual Investors Services in Raleigh, NC, holding CFP® and ChFC® designations and over 36 years of industry experience. He has worked with MassMutual Life Insurance Co and its affiliates since 1989. Outside of his advisory role, he is the owner of Mutual Group Benefits LLC, which specializes in group life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements and offers specialized planning programs such as divorce and estate-settlement services.

Matthew Griffith is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is an owner/member of Encompass Financial Partners, LLC, a business focused on managing operational expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, software-supported approaches to develop written recommendations tailored to clients' goals.

Connor McElhannon is a Branch Leader at Fidelity Investments. In his current role, he focuses on fostering a high-performance work culture by supporting associates to utilize their talents fully and assist clients in planning for their long-term financial well-being. He has been with Fidelity Investments since 2015, holding several roles including Defined Contribution Associate, Workplace Planning & Guidance Consultant I and II, Help Desk Workplace Planning & Advice, and Team Leader Workplace Planning & Advice. This progression reflects his experience in workplace planning and guidance over several years. Outside of work, Connor's personal interests include baseball, cooking and baking, family activities, gardening, and parenthood.

Alexander Friend is a financial advisor at RBC Capital Markets in Raleigh, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank and Tailwind Capital Distributors, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through various advisory programs, utilizing in-house and third-party managers to implement customized investment strategies.

Jamie Evans is a financial advisor with Wells Fargo Clearing in Raleigh, NC. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. He has worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Travis Hale is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Nu Skin Enterprises, and internships with I Am Zambia and Tessel Supply. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Jeremy Ray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Bank of America from 2009 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics informed by diversification principles and modern portfolio theory.

David Bomar is a financial advisor with Stifel, holding a Series 66 designation and 20 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously served at Morgan Stanley Private Bank, N.A. from 2015 to 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and planning analyses.

Madison Janeczko is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2021, previously working as an Investment Consultant from 2022 to 2023 and as a Relationship Manager from 2021 to 2022. Madison focuses on helping individuals and families make confident financial decisions by connecting their money to what matters most. She serves as both an educator and strategic partner, building trust-based relationships and taking a holistic, collaborative approach to financial planning. Madison aims to empower clients to understand their finances, simplify complexity, and move forward with clarity, confidence, and intention.

Evan Dixon is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at US Tech Solutions and UNC Charlotte. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services tailored to plan objectives and demographics. The firm’s approach is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Anthony Sica is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes positions at High Point University and Vested Business Brokers. Outside of his advisory role, he is active as a Twitch and TikTok video game streamer. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Kenneth Buckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James and the Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a range of specialized programs, including municipal finance and SIMPLE IRA employer advisory services.

Lauren Erickson Bennett is a financial advisor at Cetera with 21 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she owns a catering company and serves as treasurer for a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services with access to both affiliated and third-party money managers across multiple program structures.

Sanjay Shah is a CFP® with 14 years of industry experience, currently affiliated with Cambridge Investment Research Advisors in Cary, NC. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2014 and has been associated with Bank of America, N.A. since 2012. Shah is also an independent insurance agent serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide network of independent financial professionals, utilizing multiple custody platforms and a range of discretionary and non-discretionary investment strategies.

Abdias Carmona is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2022. In this role, he focuses on listening to clients, guiding them, and empowering them to co-create financial plans that adapt to their life's changes. His approach aims to help clients achieve financial confidence through clear and intentional actionable steps. Prior to joining Fidelity Investments, Abdias worked as a Relationship Banker at Wells Fargo Bank, NA from 2015 to 2022. This experience has contributed to his expertise in client relationship management and financial services. Outside of his professional career, Abdias enjoys family activities, music, outdoor adventures, parenthood, traveling, and volunteering.

Carson Dean is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves in formal advisory roles to multiple registered investment companies.